Hamilton Lane
HLNE
216 hedge funds and large institutions have $3.21B invested in Hamilton Lane in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 70 reducing their positions, and 17 closing their positions.
10,050% more call options, than puts
Call options by funds: $1.83M | Put options by funds: $18K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
20% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 70
10% more capital invested
Capital invested by funds: $2.93B → $3.21B (+$283M)
7% more funds holding
Funds holding: 201 → 216 (+15)
3.02% less ownership
Funds ownership: 94.98% → 91.96% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$54.3M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$10.1M |
| 3 |
JP Morgan Chase
New York
|
+$8.85M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$8.57M |
| 5 |
Goldman Sachs
New York
|
+$8.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$63.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$40.7M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$19.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.9M |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$9.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
KeyBank National Association
Cleveland,
Ohio
| – | -$219K | -2,732 | Closed |
|
|
PMEF
227
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$169K | -2,117 | Closed |
|
|
PI
228
PineBridge Investments
New York
| – | -$48.7K | -609 | Closed |
|
|
HCA
229
Harbor Capital Advisors
Chicago,
Illinois
| – | -$22.9K | -286 | Closed |
|
|
CPG
230
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$5.36K | -67 | Closed |
|
|
2L
231
25 LLC
St. Louis,
Missouri
| – | -$593 | -7 | Closed |
|
|
DI
232
Disciplined Investments
Tulsa,
Oklahoma
| – | -$400 | -5 | Closed |
|
|
C
233
Covestor
London,
United Kingdom
| – | -$89 | -1 | -33% |
|
HLNE Hedge Fund Activity: Q3 2023 in Review
216 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hamilton Lane (HLNE) for Q3 2023, worth a combined $3.21B — up 9.7% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new HLNE positions and 17 closed out — a net gain of 16 holders — while 84 added to existing stakes and 70 trimmed.
The largest buyer was Millennium Management, adding an estimated $54.3M. The largest seller was Wasatch Advisors, cutting an estimated $63.5M.
- 216 institutional investors held Hamilton Lane (HLNE) as of Q3 2023, up from 201 in Q2 2023.
- Funds reported $3.21B of Hamilton Lane stock for Q3 2023, up 9.7% quarter-over-quarter.
- 33 funds opened new Hamilton Lane positions in Q3 2023 and 17 closed out, a net change of +16 holders.
- The largest Hamilton Lane buyer in Q3 2023 was Millennium Management, an estimated $54.3M added.
- The largest Hamilton Lane seller in Q3 2023 was Wasatch Advisors, an estimated $63.5M sold.
Based on aggregated 13F filings for Q3 2023.